Institutional Ownership First Trust Global Tactical CO (FTGC)
This table provides information about the institutional ownership of First Trust Global Tactical CO (FTGC). We have compiled data on the 288 institutions that hold shares in the stock, with a total of 75 Million shares, which have been reported (via 13F filing form) to have a value of $1.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
150,095
shares
|
$3.82 Million
2.09% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
142,408
shares
|
$3.62 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
142,068
shares
|
$3.61 Million
0.01% of portfolio
|
Q4 2024
Reduced 28.86%
|
|
|
Climber Capital Sa
Nyon, V8 |
Feb 12, 2025 Q4 2024 |
138,898
shares
|
$3.53 Million
2.66% of portfolio
|
Q4 2024
New holding
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
137,159
shares
|
$3.49 Million
1.28% of portfolio
|
Q4 2024
Reduced 19.0%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
132,981
shares
|
$3.38 Million
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
128,943
shares
|
$3.28 Million
0.06% of portfolio
|
Q4 2022
Reduced 11.96%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
127,562
shares
|
$3.24 Million
0.0% of portfolio
|
Q4 2024
Reduced 12.2%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
127,504
shares
|
$3.24 Million
0.43% of portfolio
|
Q4 2024
Reduced 7.52%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
127,263
shares
|
$3.24 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Tru Independence LLC
|
Jan 22, 2025 Q4 2024 |
125,022
shares
|
$3.18 Million
0.97% of portfolio
|
Q4 2024
Added 7.01%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
122,663
shares
|
$3.12 Million
0.25% of portfolio
|
Q4 2024
Added 8.91%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
120,396
shares
|
$3.06 Million
0.0% of portfolio
|
Q4 2024
Added 56.87%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
113,966
shares
|
$2.9 Million
0.12% of portfolio
|
Q3 2022
Reduced 10.56%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
112,367
shares
|
$2.86 Million
0.03% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Corundum Group, Inc.
|
Jan 16, 2025 Q4 2024 |
111,905
shares
|
$2.85 Million
1.01% of portfolio
|
Q4 2024
Added 55.33%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
108,490
shares
|
$2.76 Million
0.07% of portfolio
|
Q4 2024
Reduced 29.2%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
107,449
shares
|
$2.73 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Feb 18, 2025 Q4 2024 |
103,521
shares
|
$2.63 Million
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
99,904
shares
|
$2.54 Million
0.15% of portfolio
|
Q4 2023
Reduced 22.66%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
98,188
shares
|
$2.5 Million
0.01% of portfolio
|
Q4 2024
Added 276.29%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
97,113
shares
|
$2.47 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Jan 14, 2025 Q4 2024 |
97,097
shares
|
$2.47 Million
1.93% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
96,816
shares
|
$2.46 Million
0.08% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
95,992
shares
|
$2.44 Million
0.18% of portfolio
|
Q4 2024
Added 6.2%
|